9/4/2025 | Osaic Holdings Inc. | 193,551 | $9.12M | 0.0% | +11.0% | 0.865% | |
8/29/2025 | Centaurus Financial Inc. | 17,887 | $851K | 0.0% | -1.6% | 0.080% | |
8/27/2025 | Orion Porfolio Solutions LLC | 6,375 | $303K | 0.0% | -24.0% | 0.028% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 7,575 | $360K | 0.0% | N/A | 0.034% | |
8/18/2025 | Geneos Wealth Management Inc. | 2,150 | $102K | 0.0% | +100.0% | 0.010% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 18,034 | $858K | 0.3% | -6.7% | 0.081% | |
8/15/2025 | Orion Porfolio Solutions LLC | 6,375 | $303K | 0.0% | -24.0% | 0.028% | |
8/15/2025 | MML Investors Services LLC | 174,283 | $8.29M | 0.0% | -12.2% | 0.779% | |
8/15/2025 | Great Valley Advisor Group Inc. | 14,781 | $703K | 0.0% | +29.6% | 0.066% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 12,449 | $592K | 0.0% | +54.8% | 0.056% | |
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8/14/2025 | Jane Street Group LLC | 5,310 | $252K | 0.0% | -11.2% | 0.024% | |
8/14/2025 | Raymond James Financial Inc. | 582,716 | $27.71M | 0.0% | +2.1% | 2.604% | |
8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 4,250 | $202K | 0.0% | -32.0% | 0.019% | |
8/13/2025 | StoneX Group Inc. | 6,284 | $299K | 0.0% | -5.3% | 0.028% | |
8/13/2025 | Scotia Capital Inc. | 5,270 | $251K | 0.0% | -5.4% | 0.024% | |
8/12/2025 | Insigneo Advisory Services LLC | 11,709 | $557K | 0.0% | -2.5% | 0.052% | |
8/12/2025 | CreativeOne Wealth LLC | 127,356 | $6.06M | 0.2% | -3.2% | 0.569% | |
8/12/2025 | JPMorgan Chase & Co. | 961 | $46K | 0.0% | -89.4% | 0.004% | |
8/11/2025 | Anfield Capital Management LLC | 74,303 | $3.53M | 1.2% | -1.8% | 0.332% | |
8/11/2025 | Plotkin Financial Advisors LLC | 75,970 | $3.61M | 2.0% | +1.3% | 0.339% | |
8/8/2025 | Cetera Investment Advisers | 466,395 | $22.18M | 0.0% | +4.4% | 2.084% | |
8/8/2025 | Foundations Investment Advisors LLC | 10,981 | $522K | 0.0% | N/A | 0.049% | |
8/6/2025 | Prospera Financial Services Inc | 40,832 | $1.94M | 0.0% | -15.4% | 0.182% | |
8/6/2025 | AE Wealth Management LLC | 24,156 | $1.15M | 0.0% | -34.7% | 0.108% | |
8/5/2025 | Prosperity Consulting Group LLC | 70,214 | $3.34M | 0.2% | -20.7% | 0.314% | |
8/5/2025 | Integrity Financial Corp WA | 44,848 | $2.13M | 1.1% | +0.9% | 0.200% | |
8/4/2025 | FWG Investments LLC. | 33,735 | $1.60M | 1.2% | +9.5% | 0.151% | |
8/4/2025 | Atria Investments Inc | 44,591 | $2.12M | 0.0% | +38.0% | 0.199% | |
8/4/2025 | Assetmark Inc. | 193,688 | $9.21M | 0.0% | +32.6% | 0.865% | |
8/4/2025 | Arkadios Wealth Advisors | 21,131 | $1.01M | 0.0% | -1.4% | 0.094% | |
8/1/2025 | Envestnet Asset Management Inc. | 827,315 | $39.34M | 0.0% | +6.5% | 3.697% | |
7/31/2025 | VestGen Investment Management | 12,312 | $585K | 0.4% | +41.5% | 0.055% | |
7/30/2025 | Strategic Blueprint LLC | 21,560 | $1.03M | 0.1% | +134.9% | 0.096% | |
7/30/2025 | TFB Advisors LLC | 31,172 | $1.48M | 0.4% | -5.9% | 0.139% | |
7/30/2025 | Brookstone Capital Management | 373,290 | $17.75M | 0.2% | -3.2% | 1.668% | |
7/29/2025 | Stephens Inc. AR | 535,103 | $25.44M | 0.3% | +58.7% | 2.391% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 8,833 | $420K | 0.1% | -8.7% | 0.039% | |
7/28/2025 | Harbour Investments Inc. | 22,126 | $1.05M | 0.0% | +9.3% | 0.099% | |
7/28/2025 | RFG Advisory LLC | 9,643 | $459K | 0.0% | N/A | 0.043% | |
7/25/2025 | Atria Wealth Solutions Inc. | 5,381 | $256K | 0.0% | -83.6% | 0.024% | |
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7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,985 | $522K | 0.0% | N/A | 0.049% | |
7/25/2025 | MGO One Seven LLC | 27,854 | $1.32M | 0.0% | +165.0% | 0.124% | |
7/25/2025 | CWM LLC | 108,580 | $5.16M | 0.0% | -4.8% | 0.485% | |
7/25/2025 | Apollon Wealth Management LLC | 55,324 | $2.63M | 0.1% | +221.7% | 0.247% | |
7/24/2025 | Cascade Investment Group Inc. | 4,666 | $222K | 0.2% | -24.0% | 0.021% | |
7/23/2025 | Ignite Planners LLC | 25,446 | $1.22M | 0.2% | -1.3% | 0.114% | |
7/23/2025 | REAP Financial Group LLC | 82,005 | $3.90M | 0.9% | -9.5% | 0.366% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 10,523 | $500K | 0.0% | -71.1% | 0.047% | |
7/22/2025 | Kraematon Investment Advisors Inc. | 6,552 | $312K | 0.3% | -20.6% | 0.029% | |
7/21/2025 | Ameritas Advisory Services LLC | 15,767 | $750K | 0.0% | -31.2% | 0.070% | |
7/21/2025 | Synergy Asset Management LLC | 28,004 | $1.33M | 0.2% | -1.5% | 0.125% | |
7/18/2025 | Truist Financial Corp | 26,333 | $1.25M | 0.0% | -1.8% | 0.118% | |
7/17/2025 | Janney Montgomery Scott LLC | 243,647 | $11.59M | 0.0% | +2.6% | 1.089% | |
7/17/2025 | Avior Wealth Management LLC | 48,282 | $2.30M | 0.1% | -1.8% | 0.216% | |
7/16/2025 | Independent Wealth Network Inc. | 49,927 | $2.37M | 0.9% | -1.5% | 0.223% | |
7/15/2025 | McCarthy & Cox | 15,905 | $756K | 0.2% | -4.8% | 0.071% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 155,678 | $7.40M | 0.2% | +0.5% | 0.696% | |
7/14/2025 | Sowell Financial Services LLC | 9,429 | $448K | 0.0% | -2.7% | 0.042% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,821 | $231K | 0.0% | N/A | 0.022% | |
7/10/2025 | Signal Advisors Wealth LLC | 299,289 | $14.23M | 1.1% | +58.8% | 1.337% | |
7/9/2025 | Keystone Wealth Services LLC | 59,594 | $2.83M | 0.7% | +9.3% | 0.266% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,075 | $48K | 0.0% | N/A | 0.005% | |
5/19/2025 | Jane Street Group LLC | 5,979 | $265K | 0.0% | N/A | 0.027% | |
5/16/2025 | Faithward Advisors LLC | 47,454 | $2.11M | 0.4% | +404.4% | 0.215% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 5,224 | $232K | 0.0% | N/A | 0.024% | |
5/16/2025 | Plotkin Financial Advisors LLC | 74,962 | $3.33M | 2.0% | +6.5% | 0.340% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,485 | $243K | 0.0% | N/A | 0.025% | |
5/15/2025 | Cascade Investment Group Inc. | 6,143 | $272K | 0.2% | -6.8% | 0.028% | |
5/14/2025 | CreativeOne Wealth LLC | 131,517 | $5.83M | 0.2% | +1,429.4% | 0.596% | |
5/14/2025 | FWG Investments LLC. | 30,819 | $1.37M | 1.6% | +149.1% | 0.140% | |
5/14/2025 | Kestra Advisory Services LLC | 105,896 | $4.70M | 0.0% | +63.1% | 0.480% | |
5/14/2025 | TFB Advisors LLC | 33,130 | $1.47M | 0.4% | +177.1% | 0.150% | |
5/14/2025 | Capital Analysts LLC | 1,520 | $67K | 0.0% | -17.5% | 0.007% | |
5/13/2025 | Raymond James Financial Inc. | 570,614 | $25.31M | 0.0% | +50.5% | 2.588% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,885 | $84K | 0.1% | +54.8% | 0.009% | |
5/13/2025 | Anfield Capital Management LLC | 75,638 | $3.36M | 1.2% | -0.8% | 0.343% | |
5/13/2025 | HighTower Advisors LLC | 46,906 | $2.08M | 0.0% | N/A | 0.213% | |
5/12/2025 | Integrity Financial Corp WA | 44,462 | $1.97M | 1.1% | +29.0% | 0.202% | |
5/12/2025 | Savvy Advisors Inc. | 8,277 | $367K | 0.0% | N/A | 0.038% | |
5/12/2025 | National Bank of Canada FI | 3,200 | $142K | 0.0% | +10.3% | 0.015% | |
5/9/2025 | Atria Wealth Solutions Inc. | 32,910 | $1.46M | 0.0% | -21.0% | 0.149% | |
5/9/2025 | Thoroughbred Financial Services LLC | 14,375 | $637K | 0.0% | +2.5% | 0.065% | |
5/8/2025 | Harbour Investments Inc. | 20,235 | $897K | 0.0% | +19.7% | 0.092% | |
5/8/2025 | Grantvest Financial Group LLC | 11,075 | $491K | 0.4% | N/A | 0.050% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 19,339 | $858K | 0.3% | +35.0% | 0.088% | |
5/8/2025 | Arkadios Wealth Advisors | 21,424 | $950K | 0.0% | +253.4% | 0.097% | |
5/7/2025 | Prosperity Consulting Group LLC | 88,501 | $3.93M | 0.3% | -23.8% | 0.401% | |
5/7/2025 | LPL Financial LLC | 168,774 | $7.49M | 0.0% | +4.3% | 0.765% | |
5/7/2025 | Semus Wealth Partners LLC | 69,524 | $3.08M | 2.1% | N/A | 0.315% | |
5/6/2025 | Assetmark Inc. | 146,079 | $6.48M | 0.0% | +38.5% | 0.662% | |
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5/6/2025 | Cetera Investment Advisers | 446,757 | $19.81M | 0.0% | +270.6% | 2.026% | |
5/6/2025 | Avantax Advisory Services Inc. | 6,031 | $267K | 0.0% | +11.7% | 0.027% | |
5/6/2025 | AE Wealth Management LLC | 37,019 | $1.64M | 0.0% | +5.2% | 0.168% | |
5/6/2025 | Ignite Planners LLC | 25,771 | $1.14M | 0.2% | +124.8% | 0.117% | |
5/5/2025 | IFP Advisors Inc | 10,663 | $473K | 0.0% | +3.3% | 0.048% | |
5/5/2025 | 1ST Source Bank | 6,278 | $278K | 0.0% | +7.3% | 0.028% | |
5/5/2025 | Kestra Private Wealth Services LLC | 16,730 | $742K | 0.0% | +24.6% | 0.076% | |
5/5/2025 | Csenge Advisory Group | 7,250 | $308K | 0.0% | N/A | 0.033% | |
5/2/2025 | Independent Wealth Network Inc. | 50,662 | $2.25M | 0.9% | +2.7% | 0.230% | |
5/2/2025 | Kingsview Wealth Management LLC | 6,353 | $282K | 0.0% | N/A | 0.029% | |